Panel Debate: Is Private Equity Ownership Good for Advisors? Exclusive Webinar | October 23, 2018 | 4:15pm ET / 1:15pm PT Private equity acquisition of wealth management businesses has skyrocketed in recent years. But what are the implications of private equity acquiring your broker dealer, RIA, or other partner? PRESENTER: David DeVoe Founder DeVoe & Company | PANELIST: Lou Camacho President Stratos Wealth Alliance | PANELIST: David Hefty, CFP® CEO and Co-Founder Credent Wealth Management | MODERATOR: David Armstrong Editor In Chief Wealth Management |
Our panel of experts brings together top industry voices within financial advising, private equity, and M&A to give you the shortlist on what you need to know regarding private equity firms’ presence in the industry. You will learn:
• What is private equity? • Why private equity is investing in wealth management • The pros and cons of private equity firm acquisitions • How private equity changes the market landscape • How to assess the personal implications on you and plan accordingly Don't wait, register now! *CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. |